The quickest way to ship a picking ticket is from the button in the project material plan but we do also have the option as a menu item as you may need certain users to be able to handle project shipments but you do not want to grant them access to the project material plan.
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You can press F9 in the Ticket Number field for a list of available picking tickets that are ready for shipment or you may manually key in the number. TRX will automatically populate the next few fields but they can be changed if needed. Enter a waybill number if applicable. If you need to delete a pick ticket we provide a button to allow you to do so.
We assume you are shipping the quantity entered in the pick ticket so adjust any quantities for items that are not being fully shipped. When you are done press the lightning bolt to process the shipment. You are then presented with the choice to print packing slips. The items shipped have now been noted as issued to the project site in the material plan and have moved into WIP.
Note: Issuing items to a job means shipped from inventory or posted directly to WIP through PO Receipts when Drop Ship or Consolidator orders